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Software Status:Active

About Casebook

Casebook is a case management software platform from Casebook that assists organizations in managing client services and information. It provides features such as case tracking, reporting, and collaboration tools so that users can effectively coordinate care and services. Casebook is designed to support various sectors including human services, child welfare, and healthcare, enabling organizations to maintain comprehensive records and improve service delivery. The platform allows for customizable workflows and integrates with existing systems to facilitate data sharing. Key capabilities: case management client engagement progress tracking reporting and analytics workflow customization Best for: organizations and professionals that need to manage client cases and improve service coordination.

Casebook Details

Vendor
Casebook
Year Launched
2007
Location
244 Fifth Avenue, Suite T248 New York, N.Y. 10001
Deployment
cloud
Training Options
documentation, videos, live online, in person
Countries Served
All Countries
Languages
English, Spanish, French, German, Italian
Users
Human services nonprofits, government agencies, programs, and private providers.
Industries Served
Government social service agencies, Non-profit organizations, Educational institutions (for social work programs), Community service providers, Youth and family services organizations
Tags
Human Services Case Management, Social Work Software, Non-Profit Software, Client Management, Case Notes, Reporting & Analytics, HIPAA Compliance

Casebook's In-App Market Place

Does Casebook have an in-app market place?

Yes

How many Mini-Apps in the marketplace?

1

Mini Apps

N/A

Pricing Options

Free trial
Free version
Request a quote
Promo Offer

Accepted Payment Currencies

USD ($), EUR (€), GBP (£), AUD ($), CAD ($), CHF (CHF), JPY (¥), SEK (kr), NOK (kr), DKK (kr), CNY (¥), HKD ($), NZD ($), SGD ($), KRW (₩)

Pros & Cons

  • Ease of Use: Many users find the software easy to navigate once they get used to it.
  • Customization: Allows easy creation and customization of forms and reports to meet specific needs.
  • Customer Service: Excellent customer support, with a team that is responsive and willing to listen to users' needs and concerns.
  • Data Management: Effectively captures data on all clients, making it easier to manage and track cases.
  • Integration: Provides a smooth and effective integration process, positively impacting user experience.
  • Holistic Approach: Supports building a holistic support system around clients, emphasizing a human-centric approach.
  • Cost-Effective: Offers reasonable pricing, making it a cost-effective choice for organizations.
  • Support and Training Options: Offers both free and paid training options for ongoing support and assistance.
  • User-Friendly: Incredibly intuitive, making it easy to learn and use, even for new users.
  • Customizable Forms: Forms within the platform are accessible and customizable, providing flexibility in usage.
  • Positive Onboarding Experience: Users report positive experiences during the onboarding process, with a supportive setup team.
  • Helpful Documentation: The software comes with useful documentation and training resources that aid in understanding and utilization.
  • Complex Setup: The setup and customization process can be involved and complex, requiring significant time and effort.
  • Limited Flexibility: Some users find the software disjointed and lacking in flexibility, with rigid data storage and reporting capabilities.
  • User Interface: The interface can be challenging, with many fields that are unnecessary and others that cannot be renamed or customized.
  • Lack of Advanced Features: Missing some advanced features that users expect in a modern case management system.
  • Reporting Limitations: Some users have difficulties with reporting and extracting effective information from the system.
  • Customer Service Issues: A few users have reported negative experiences with customer service, including inconsistencies and unhelpful support staff.
  • High Cost of Support: Additional support can be expensive, making it a costly option for organizations that require frequent assistance.
  • Inflexible Modules: Users have expressed a desire for more flexibility in moving and organizing modules and fields to better suit their workflows.
  • Steep Learning Curve: There is a learning curve associated with the number of customization options available, making it difficult for new users to adjust.
  • Onboarding Challenges: Some users report poor onboarding experiences, with unhelpful or inconsistent training from support staff.
  • Communication Issues: The software lacks built-in communication tools, making it challenging to simplify and streamline communications.
  • Data Uploading Difficulties: Users have faced challenges with data uploading, which can be time-consuming and frustrating.

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